If you’re using D365, one of the biggest issues you might’ve faced is adapting to using SharePoint. Most of the time it’s due to the lower adoption by the teams and the security concerns of the critical data handled. That’s why in this blog, we’ll explore one of the better solutions to help you adapt to SharePoint, and that is to sync the Dynamics 365 CRM security model with SharePoint.
You’ve probably heard these complaints:
- “I can’t find the file I need.”
- “I don’t have access to that folder.”
- “Why is SharePoint so complicated?”
The issue isn’t that SharePoint lacks capability; it’s that CRM security roles and SharePoint permissions are out of sync. When user roles, access rights, and document security settings in CRM don’t align with what’s in SharePoint, adoption drops. Teams bypass the system, use unofficial tools and Productivity slows down.
The fix? Sync your Dynamics 365 CRM security model with SharePoint so permissions are automatically replicated. This ensures:
- Teams can access exactly what they need, instantly.
- Security is consistent across platforms.
- SharePoint becomes a natural extension of Dynamics 365 CRM
The Hidden Barrier: Security Misalignment
Here’s a common scenario: Your CRM admin updates a sales team member’s security role in Dynamics 365 CRM maybe granting them access to a new set of accounts. But in SharePoint, nothing changes.
The result?
- A user who needs access can’t open the right documents.
- A user who shouldn’t have access still does.
- IT wastes hours troubleshooting permission issues.
This security misalignment between Dynamics 365 CRM and SharePoint is one of the top reasons for low SharePoint adoption. When permissions are inconsistent, teams get frustrated, bypass official document storage, or create risky workarounds.
Without a secure and automated way to sync SharePoint permissions with Dynamics 365 CRM, adoption stalls and your investment in both platforms underdelivers.
Why Manual Permission Management Fails
Some businesses try to manage permissions the old-fashioned way — manually updating them in both Dynamics 365 CRM and SharePoint.
But here’s why that approach breaks down fast:
- High Administrative Overhead – IT teams waste hours duplicating the same changes across two systems.
- Higher Risk of Errors – A single missed update can lead to security breaches or blocked access.
- Slower Collaboration – Projects stall when team members can’t access the files they need.
As your organization scales, manual permission management becomes a losing battle. Every new hire, role change, or project means yet another round of updates — and keeping Dynamics privileges and SharePoint permissions perfectly aligned becomes nearly impossible.
The Smarter Way: Automatically Sync Dynamics 365 Security Model with SharePoint
The fastest way to boost SharePoint adoption is to automatically replicate your Dynamics 365 CRM security model to SharePoint.
With automatic replication, any change you make in Dynamics — whether it’s updating a security role, modifying team permissions, or changing user access rights — is instantly reflected in SharePoint.
This means:
- Always in Sync – Security roles, team permissions, and user rights match perfectly across both systems.
- Instant Updates – Changes in Dynamics 365 show up in SharePoint immediately.
- No More IT Bottlenecks – Teams get the document access they need without raising access tickets.
By keeping your Dynamics 365–SharePoint security model consistent, you remove one of the biggest barriers to collaboration and ensure users can confidently work within the system — instead of avoiding it.
SharePoint Security Sync: Sync Dynamics 365 Security Model SharePoint
SharePoint Security Sync is purpose-built to bridge the gap between Microsoft Dynamics 365 CRM and SharePoint permissions. It automatically replicates security roles and access rights from Dynamics 365 to SharePoint — no manual updates, no missed changes, no delays.
Key Features of SharePoint Security Sync
1. Automatic Security Model Replication
- Instantly sync Dynamics CRM security model with SharePoint so both platforms mirror the same permissions.
- Eliminate manual updates and maintain consistent access control across both platforms.
2. Real-Time Privilege Sync
- Any change to roles, teams, or user permissions in Dynamics 365 is immediately reflected in SharePoint.
- Keeps collaboration secure and up to date without IT intervention
3. Custom Folder Structure Creation
- Create tailored folder hierarchies in SharePoint based on CRM metadata, business rules, or date filters.
- Organize documents logically for faster access and compliance
4. In-CRM Document Management
- Manage SharePoint files directly within Dynamics 365 — no switching tabs.
- Upload, download, rename, move, copy, delete, and share links with ease
5. Enhanced Security & Compliance
- Preserve “Modified By” tracking for confidentiality.
- Support file versioning for recovery, audits, and regulatory compliance.
6. Bulk Migration & Easy Navigation
- Move large document volumes in one go.
- Toggle between thumbnail and list views for smooth navigation.
With these capabilities, SharePoint Security Sync removes permission headaches, boosts adoption, and gives both IT teams and end users a frictionless document management experience inside Dynamics 365 CRM.
Boosting SharePoint Adoption by Synchronizing Dynamics Privileges with SharePoint Permissions
When security roles and permissions are synced automatically, SharePoint becomes a seamless extension of Dynamics 365 CRM—not a separate, frustrating tool.
- Sales teams can retrieve proposals instantly.
- Support teams can access case files without waiting for IT.
- Managers can trust that sensitive data stays secure and compliant.
With the right synchronization, your Dynamics 365 + SharePoint integration turns into a productivity booster instead of a bottleneck.
Conclusion
Low SharePoint adoption in Dynamics 365 CRM often comes down to one thing—security misalignment. When permissions aren’t synchronized, users face constant access issues, slowing collaboration and hurting productivity.
Synchronize Dynamics 365 security model to SharePoint, and you eliminate the single biggest barrier to adoption.
If you’re ready to sync SharePoint permissions with Dynamics 365 automatically without manual updates or IT bottlenecks install SharePoint Security Sync 15 days free trial today from our website or Microsoft AppSource.
The post Sync Dynamics 365 CRM Security Model with SharePoint to Boost User Adoption appeared first on CRM Software Blog | Dynamics 365.
